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CASY vs SPY

Comparison between Casey`s General Stores Inc (CASY, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceCASY has outperformed SPY, delivering a return of +31.7% compared to +13.3%

CASY vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap / Net Assets
CASY
$32B
Winner
SPY
$652B
Expense Ratio
CASY
N/A
SPY
0.09%
Max Drawdown
Winner
CASY
41.41%
SPY
56.47%
Sharpe Ratio
Winner
CASY
2.40
SPY
2.07
5Y Beta
Winner
CASY
0.57
SPY
1.00
Industry
CASY
Specialty Retail
SPY
N/A
P/E Ratio
CASY
49.86
Winner
SPY
28.24
Forward P/E
CASY
43.48
Winner
SPY
21.85
PEG Ratio
CASY
9.34
SPY
N/A
Dividend Yield
CASY
0.26%
SPY
N/A
5Y Dividends CAGR
Winner
CASY
16.06%
SPY
5.43%
5Y EPS CAGR
CASY
19.05%
Winner
SPY
25.79%
Debt to Equity
CASY
63.14%
Winner
SPY
22.35%
Free Cash Flow Yield
CASY
2.10%
SPY
N/A
P/S Ratio
Winner
CASY
1.87
SPY
3.55
P/B Ratio
CASY
8.27
Winner
SPY
5.29

CASY vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
Winner
CASY
+13.41%
SPY
+9.11%
3M
Winner
CASY
+30.52%
SPY
+6.59%
6M
Winner
CASY
+61.34%
SPY
+10.56%
1Y
Winner
CASY
+90.67%
SPY
+32.04%
5Y(CAGR)
Winner
CASY
+31.68%
SPY
+13.35%
10Y(CAGR)
Winner
CASY
+22.92%
SPY
+15.49%
Max(CAGR)
Winner
CASY
+18.18%
SPY
+8.50%

CASY vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearCASYSPY
2026+54.76%+8.27%
2025+40.68%+18.00%
2024+43.53%+25.59%
2023+25.16%+26.72%
2022+14.53%-18.64%
2021+11.99%+30.52%
2020+13.21%+17.28%
2019+26.97%+31.09%
2018+15.13%-5.24%
2017-5.05%+20.78%
2016+3.65%+13.59%
2015+36.54%+1.31%
2014+32.50%+14.56%
2013+32.37%+29.00%
2012+4.62%+14.17%
2011+22.29%+0.85%
2010+35.18%+13.14%
2009+42.75%+22.67%
2008-20.45%-36.25%
2007+25.31%+5.32%
2006-7.10%+13.85%
2005+39.01%+5.32%
2004+4.16%+10.75%
2003+39.07%+24.18%
2002-15.12%-22.42%
2001+3.85%-10.13%
2000+39.84%-8.84%
1999-18.94%+8.61%

CASY vs SPY Drawdown Comparison

The maximum drawdown for CASY was -41.22%, occurring on Mar 7, 2000. Recovery took 282 trading sessions.

The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.

The current CASY drawdown is -0.33%.

RankCASYSPY
#1-41.22%
Nov 8, 1999 - Dec 19, 2000
-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-40.57%
Dec 24, 2007 - Sep 10, 2009
-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-34.77%
Dec 21, 2001 - Jul 8, 2003
-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-33.41%
Feb 24, 2020 - Sep 2, 2020
-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-27.98%
Jul 26, 2016 - Dec 12, 2018
-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-27.74%
Dec 29, 2000 - Dec 21, 2001
-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-25.06%
Jul 9, 2012 - May 20, 2013
-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-24.56%
Mar 2, 2006 - May 29, 2007
-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-23.65%
May 17, 2021 - Oct 27, 2022
-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-20.33%
Dec 14, 2015 - Jun 29, 2016
-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-18.76%
Jan 14, 2004 - Sep 29, 2004
-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-18.49%
Sep 14, 2010 - Jun 16, 2011
-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-17.13%
Dec 8, 2022 - Jul 17, 2023
-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-16.68%
Dec 1, 2004 - Jun 15, 2005
-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-15.30%
Sep 2, 2003 - Nov 3, 2003
-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between CASY and SPY is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.

0.96
-101

Dividend Comparison (1999 - 2026)

CASY vs SPY dividend yield comparison.

YearCASYSPY
20260.13%0.24%
20250.39%1.07%
20240.47%1.21%
20230.59%1.40%
20220.65%1.65%
20210.69%1.20%
20200.72%1.52%
20190.77%1.75%
20180.86%2.04%
20170.89%1.80%
20160.77%2.03%
20150.70%2.06%
20140.84%1.87%
20130.98%1.81%
20121.19%2.18%
20111.11%2.05%
20100.95%1.80%
20091.00%1.95%
20081.23%3.02%
20070.78%1.85%
20060.81%1.73%
20050.69%1.73%
20040.83%1.82%
20030.68%1.47%
20020.82%1.70%
20010.54%1.25%
20000.47%1.15%
19990.00%0.24%

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